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Monte Rosa Therapeutics, Inc.NasdaqGS:GLUE Stock Report

Market Cap US$1.6b
Share Price
US$18.81
US$32.33
41.8% undervalued intrinsic discount
1Y371.4%
7D7.0%
1D
Portfolio Value
View

Monte Rosa Therapeutics, Inc.

NasdaqGS:GLUE Stock Report

Market Cap: US$1.6b

Monte Rosa Therapeutics (GLUE) Stock Overview

A clinical-stage biotechnology company, engages in the development of novel small molecule precision medicines that employ the body’s natural mechanisms to selectively degrade therapeutically relevant proteins. More details

GLUE fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance0/6
Financial Health5/6
Dividends0/6

GLUE Community Fair Values

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Monte Rosa Therapeutics, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Monte Rosa Therapeutics
Historical stock prices
Current Share PriceUS$18.81
52 Week HighUS$25.77
52 Week LowUS$3.90
Beta1.62
1 Month Change-4.95%
3 Month Change3.98%
1 Year Change371.43%
3 Year Change188.50%
5 Year Changen/a
Change since IPO-11.19%

Recent News & Updates

Analysis Article Apr 21

What You Need To Know About The Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Analyst Downgrade Today

One thing we could say about the analysts on Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) - they aren't optimistic...

Recent updates

Analysis Article Apr 21

What You Need To Know About The Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Analyst Downgrade Today

One thing we could say about the analysts on Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) - they aren't optimistic...
Analysis Article Feb 14

The Market Doesn't Like What It Sees From Monte Rosa Therapeutics, Inc.'s (NASDAQ:GLUE) Revenues Yet As Shares Tumble 26%

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares have retraced a considerable 26% in the last month, reversing a...
Seeking Alpha Jan 08

Monte Rosa Therapeutics: Competitive MRT-8102 Results Offer Additional Platform Validation

Summary Monte Rosa Therapeutics delivered strong interim phase 1 results for MRT-8102, showing deep NEK7 degradation and competitive hsCRP reductions in cardiovascular risk patients. The results further validate its molecular glue degrader platform and position MRT-8102 as an upstream approach versus IL-1/IL-6 targeting biologics. Results of MRT-2359 in heavily pretreated patients with metastatic castration-resistant prostate cancer are inconclusive. This week's $200 million follow-on offering boosts pro forma cash to nearly $600 million, extending the runway and reducing the urgency to find a partner for MRT-8102. Read the full article on Seeking Alpha
Analysis Article Dec 03

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Stock Catapults 28% Though Its Price And Business Still Lag The Industry

Despite an already strong run, Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares have been powering on, with a gain...
Analysis Article Oct 18

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Held Back By Insufficient Growth Even After Shares Climb 58%

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders have had their patience rewarded with a 58% share price jump...
Analysis Article Jul 18

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Shares Fly 29% But Investors Aren't Buying For Growth

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders have had their patience rewarded with a 29% share price jump...
Analysis Article May 24

Revenues Working Against Monte Rosa Therapeutics, Inc.'s (NASDAQ:GLUE) Share Price Following 26% Dive

To the annoyance of some shareholders, Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shares are down a considerable 26...
Analysis Article May 10

Results: Monte Rosa Therapeutics, Inc. Confounded Analyst Expectations With A Surprise Profit

It's been a mediocre week for Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders, with the stock dropping 18...
Seeking Alpha Mar 24

Monte Rosa Therapeutics: Exercise Extreme Caution

Summary Monte Rosa Therapeutics' stock dropped 17% after announcing MRT-2359's target shift to castration-resistant prostate cancer (CRPC) due to poor efficacy in lung and neuroendocrine cancers. The shift reduces MRT-2359's potential treatment population and commercial viability, entering a competitive CRPC market with established therapies. Concerns persist about MRT-2359's effectiveness in CRPC and potential financial strain if clinical readouts fail, risking the company's cash position and operations. Investors should remain cautious, as the stock may face continued downward pressure until more is known about MRT-2359's viability in CRPC trials. Read the full article on Seeking Alpha
Analysis Article Feb 25

We're Not Very Worried About Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Feb 17

Bullish On Monte Rosa Therapeutics' 'Undruggable' Targets With QuEEN

Summary One of Monte Rosa Therapeutics' main differentiating factors is its proprietary QuEEN platform to design new molecular glue degraders. This process also leverages AI. They now have two important partnerships with Roche and Novartis, which I think validate its technology to some extent, but have also given it non-dilutive funding. Currently, its pipeline has MRT‑2359, MRT‑6160, and MRT‑8102, with key data expected in 2025. GLUE’s platform basically unlocks previously “undruggable” targets. This may lead to many new potential treatment targets for diseases that are superior to currently available therapies. GLUE’s valuation still seems quite cheap relative to its potential. It’s trading near cash levels with ample runway, so I think it’s worth a “Buy” at these levels. Read the full article on Seeking Alpha
Seeking Alpha Dec 04

Monte Rosa Therapeutics: A First Assessment

Summary Monte Rosa Therapeutics' shares have surged after a recent $150 million partnership with Novartis, which helped validate its molecular glue degrader (MGD) approach despite limited clinical results. Monte Rosa focuses on MGDs for cancer and autoimmune diseases, with MRT-2359 in Phase 1/2 trials targeting MYC-driven tumors. The company now has significant collaborations with Roche and Novartis, providing substantial upfront payments and potential milestone revenues. Can the rally continue?  A first assessment around Monta Rosa Therapeutics is presented in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article Nov 12

News Flash: Analysts Just Made A Sizeable Upgrade To Their Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE) Forecasts

Monte Rosa Therapeutics, Inc. ( NASDAQ:GLUE ) shareholders will have a reason to smile today, with the analysts making...
Seeking Alpha Oct 28

Monte Rosa: Novartis Deal Bolsters MGD Platform With Flush Of Cash

Summary Monte Rosa Therapeutics, Inc. secured a $150 million upfront partnership with Novartis to develop MRT-6160 for immune-mediated conditions, with potential $2.1 billion in milestone payments. Initial data from the phase 1 SAD/MAD study of MRT-6160 in healthy volunteers is expected in Q1 2025, potentially leading to mid-stage studies for UC and RA. MRT-2359 for MYC-driven solid tumors is also progressing, with phase 2 dose recommendations and updated results anticipated in the second half of 2024. The company had $267.1 million in cash as of June 30th of 2024; Enough to fund its operations into the 1st half of 2027. Read the full article on Seeking Alpha
Analysis Article Sep 23

We Think Monte Rosa Therapeutics (NASDAQ:GLUE) Can Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Analysis Article Mar 20

Companies Like Monte Rosa Therapeutics (NASDAQ:GLUE) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Analysis Article Sep 29

Here's Why We're Watching Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Analysis Article May 01

Is Monte Rosa Therapeutics (NASDAQ:GLUE) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Analysis Article Jan 16

We're Not Very Worried About Monte Rosa Therapeutics' (NASDAQ:GLUE) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analysis Article Oct 01

We Think Monte Rosa Therapeutics (NASDAQ:GLUE) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha Sep 06

Monte Rosa Therapeutics rises 9% after FDA clears application for human trial of lung cancer treatment

Monte Rosa Therapeutics (NASDAQ:GLUE) said on Tuesday the U.S. Food and Drug Administration had cleared its investigational new drug application (IND) for MRT-2359, to treat MYC-driven solid tumors, including lung cancer. The company is on track to start a Phase 1/2 clinical trial and expects to dose the first patient in the fourth quarter of 2022. (GLUE) is trading 9% higher before the bell. The stock is down 60.5% YTD.

Shareholder Returns

GLUEUS BiotechsUS Market
7D7.0%3.1%1.2%
1Y371.4%34.6%28.7%

Return vs Industry: GLUE exceeded the US Biotechs industry which returned 34.6% over the past year.

Return vs Market: GLUE exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is GLUE's price volatile compared to industry and market?
GLUE volatility
GLUE Average Weekly Movement7.1%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stable Share Price: GLUE has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GLUE's weekly volatility has decreased from 13% to 7% over the past year.

About the Company

FoundedEmployeesCEOWebsite
2019187Markus Warmuthwww.monterosatx.com

Monte Rosa Therapeutics, Inc., a clinical-stage biotechnology company, engages in the development of novel small molecule precision medicines that employ the body’s natural mechanisms to selectively degrade therapeutically relevant proteins. The company develops orally bioavailable molecular glue degraders (MGDs), such as MRT-2359 for the treatment of MYC-driven tumors; MRT-6160 for the treatment of neurologic and systemic autoimmune and inflammatory diseases; and MRT-8102 for the treatment of inflammatory diseases driven by IL-1a, IL-1ß and IL-18, as well as damage-associated molecular patterns. In addition, it develops CDK2 to treat multiple cancers, including ovarian, endometrial, gastric and breast.

Monte Rosa Therapeutics, Inc. Fundamentals Summary

How do Monte Rosa Therapeutics's earnings and revenue compare to its market cap?
GLUE fundamental statistics
Market capUS$1.59b
Earnings (TTM)-US$130.01m
Revenue (TTM)US$42.95m
37.0x
P/S Ratio
-12.2x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GLUE income statement (TTM)
RevenueUS$42.95m
Cost of RevenueUS$145.41m
Gross Profit-US$102.46m
Other ExpensesUS$27.55m
Earnings-US$130.01m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.54
Gross Margin-238.54%
Net Profit Margin-302.69%
Debt/Equity Ratio0%

How did GLUE perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/26 07:25
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Monte Rosa Therapeutics, Inc. is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zhiqiang ShuBerenberg
Michael SchmidtGuggenheim Securities, LLC
Dingding ShiJefferies LLC